Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$521M |
| 2 |
Becton Dickinson
BDX
|
+$411M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
IBM
IBM
|
+$305M |
| 5 |
Philip Morris
PM
|
+$296M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BCR
CR Bard Inc.
BCR
|
+$455M |
| 2 |
NetEase
NTES
|
+$451M |
| 3 |
Medtronic
MDT
|
+$398M |
| 4 |
NVIDIA
NVDA
|
+$348M |
| 5 |
Netflix
NFLX
|
+$332M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.06% |
| 2 | Technology | 13.71% |
| 3 | Financials | 10.21% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Nokia
NOK
$57.6B
| $35.8M | 0.04% |
7,673,680
+2,482,900
| +48% | +$12.8M |
|
602
National Health Investors
NHI
$3.47B
| $35.6M | 0.04% |
471,700
+110,000
| +30% | +$8.54M |
|
603
B2Gold
BTG
$6.88B
| $35.4M | 0.04% |
11,430,397
+779,900
| +7% | +$2.1M |
|
|
CUK
604
DELISTED
Carnival PLC
CUK
| $35.4M | 0.04% |
533,600
+329,100
| +161% | +$21.8M |
|
|
KRA
605
DELISTED
Kraton Corporation
KRA
| $35.3M | 0.04% |
733,400
+468,100
| +176% | +$21.7M |
|
606
Black Hills Corp
BKH
$5.58B
| $35.2M | 0.04% |
585,700
-234,200
| -29% | -$14.5M |
|
607
Adeia
ADEA
$3.1B
| $35.2M | 0.04% |
5,453,028
-1,692,737
| -24% | -$9.94M |
|
|
SCMP
608
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $35.1M | 0.04% |
1,957,600
+651,900
| +50% | +$8.03M |
|
609
Veeva Systems
VEEV
$39.2B
| $35.1M | 0.04% |
635,200
+283,688
| +81% | +$16.7M |
|
610
Allstate
ALL
$64.7B
| $35.1M | 0.04% |
335,200
-98,100
| -23% | -$9.66M |
|
|
IPHS
611
DELISTED
Innophos Holdings, Inc.
IPHS
| $35.1M | 0.04% |
750,100
-5,100
| -0.7% | -$238K |
|
612
Leggett & Platt
LEG
$1.29B
| $34.7M | 0.04% |
+726,400
| New | +$34.3M |
|
|
GHDX
613
DELISTED
Genomic Health, Inc.
GHDX
| $34.6M | 0.04% |
1,012,000
+141,300
| +16% | +$4.51M |
|
614
NMI Holdings
NMIH
$3.38B
| $34.5M | 0.04% |
2,029,453
+107,053
| +6% | +$1.67M |
|
615
Global Payments
GPN
$23.4B
| $34.4M | 0.04% |
343,545
-321,800
| -48% | -$32.2M |
|
616
Mercer International
MERC
$32.3M
| $34.4M | 0.04% |
2,404,600
+580,800
| +32% | +$7.97M |
|
617
Lennox International
LII
$14.5B
| $34.4M | 0.04% |
+165,100
| New | +$32.2M |
|
|
CS
618
DELISTED
Credit Suisse Group
CS
| $34.3M | 0.04% |
1,923,288
-755,800
| -28% | -$12.5M |
|
|
WBK
619
DELISTED
Westpac Banking Corporation
WBK
| $34.3M | 0.04% |
1,406,100
+177,401
| +14% | +$4.39M |
|
620
Adtran
ADTN
$665M
| $34.2M | 0.04% |
1,767,828
+57,300
| +3% | +$1.27M |
|
621
Xerox
XRX
$412M
| $34.1M | 0.04% |
1,171,324
-715,600
| -38% | -$21.7M |
|
|
ESIO
622
DELISTED
Electro Scientific Industries
ESIO
| $34.1M | 0.04% |
1,589,900
+92,480
| +6% | +$1.86M |
|
|
KMG
623
DELISTED
KMG Chemicals Inc
KMG
| $34M | 0.04% |
514,500
+94,300
| +22% | +$5.33M |
|
624
Itaú Unibanco
ITUB
$81.6B
| $33.9M | 0.04% |
+5,381,630
| New | +$34.4M |
|
|
NFBK
625
DELISTED
Northfield Bancorp
NFBK
| $33.9M | 0.04% |
1,986,068
-40,350
| -2% | -$696K |
|
Similar funds
Jim Simons's Q4 2017 Portfolio in Review
As of Q4 2017, Jim Simons held 3,692 positions worth $90.7B, up 6.7% from $85B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.
Jim Simons's Q4 2017 filing shows 521 new, 1,724 increased, 1,031 reduced and 386 closed positions. Its largest new stake was Alphabet (Google) Class C: 3,773,700 shares worth $197M. The largest sale was CR Bard Inc., an estimated $455M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 16% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q4 2017 buy was Alphabet (Google) Class C: 3,773,700 shares worth $197M.
- Jim Simons added most to ExxonMobil in Q4 2017, an estimated $521M increase.
- Jim Simons's biggest Q4 2017 reduction was NetEase, cutting an estimated $451M.
- Jim Simons fully exited CR Bard Inc. in Q4 2017, selling an estimated $455M.
- Jim Simons's ten largest holdings make up 8.4% of its $90.7B portfolio in Q4 2017.
- Jim Simons opened 521 new positions and closed 386 in Q4 2017.
- Jim Simons's portfolio value rose 6.7% quarter-over-quarter to $90.7B.
Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.